Posted by Antony George Recruitment • £40K/yr to £50K/yr
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
The role
The purpose of this role is to act as a Paraplanner within the business.
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
This is an excellent opportunity for an experienced CeMAP (or equivalent) qualified Mortgage Adviser to join a busy, established Estate Agency Group with offices in Cheshunt & Hoddesdon who specialise in providing excellent mortgage advice on first time purchases, onward purchases, buy to let and remortgaging.
Elevate Your Career as a Paraplanner at a Leading IFA Firm!
If you thrive in a supportive, forward-thinking environment and want to help our Financial Advisers deliver first-class service to clients, this is the role for you!
We are seeking an experienced, high-calibre Paraplanner to join our clients dynamic team in St Albans.
Starting £24k increasing to £26k after 3 months' probation
Fortrade Ltd. was established in 2013 and has grown rapidly to become a leading provider of online trading solutions for individual and institutional clients.
Based in the UK, Fortrade specializes in trading education and delivering world-class trading products and providing each client a tailored service that suits their needs.
They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.
This company is a rapidly expanding group of companies, with this role based in the Welwyn office.
As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Paraplanning Team Assistant.